Category Archives: Independent Financial Advice

Capital Eyes On … the market: the Budget to eclipse all budgets? 18th March 2015

Capital Eyes On the market: On the day the Moon eclipses the Sun,  the question being asked is: “does George Osborne’s Budget 18 March 2015 eclipse all others – or not?”  Follow the link to obtain your complimentary copy of our Budget … Continue reading

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Market Numbers & News 25th April 2014

Market Numbers & News 25th April 2014 MARKET NUMBERS .. The FTSE 100 closed at 6685.69 +60.44 points +0.91% on previous weeks close 6625.25 +259.27 points +4.03% against a year ago at 6426.42 .. “In House”, we regard the FTSE 100 index as being … Continue reading

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Market Numbers & News 18th April 2014

Market Numbers & News 18th April 2014 MARKET NUMBERS .. The FTSE 100 closed at 6625.25 +63.55 points +0.97% on previous weeks close 6561.70 +381.58 points +6.11% against a year ago at 6243.67 .. “In House”, we regard the FTSE 100 index as being … Continue reading

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Bank of England “sticks” on Bank Repo Rate…and other news

Bank of England Monetary Policy Committee opts for “no change” to the bank base rate. European shares were slightly higher on this Thursday afternoon having fluctuated for much of the day’s sessions as investors responded to the latest announcements from … Continue reading

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Change to use of Government Actuarial Department’s Calculations for Pensions in Drawdown

Government Actuarial Department (GAD) Calculations for Pensions in Drawdown For drawdown plans effected after  26th March 2014, the maximum amount of income that can be taken during a ‘pension year’ will changed from 120% of GAD to 150% of GAD. … Continue reading

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Change to Pension Projections rules effective 6th April 2014

Change to Pension Projections effective 6th April 2014 As of 06/04/2014, the Financial Conduct Authority (FCA) have dictated that pension projections must use ‘real’ (inflation adjusted) rates of return.Where previously it was acceptable to include a note explaining the impact … Continue reading

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Market Numbers & News 28th March 2014

Market Numbers & News 28th March 2014 MARKET NUMBERS .. The FTSE 100 closed at 6615.58 -58.41 points -0.89% on previous weeks close 6557.17 +203.84 points +3.18% against a year ago at 6411.74 .. “In House”, we regard the FTSE 100 index as … Continue reading

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PENSION DEADLINE: FIXED PROTECTION : 5th April 2014: Gentle Reminder!!

Applications for Pension Lifetime Allowance Fixed Protection must be submitted to HMRC by 5th April 2014. (check the conditions first) The Tax year End deadline approaches quickly…   If you are in any doubt about exactly how much you currently have … Continue reading

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Market Numbers 21st March 2014, Budget Comment plus Headlines

Market Numbers 21st March 2014, Budget Comment plus Headlines The key take aways from this year’s Chancellor’s Budget on Wednesday were effectively increased ISA allowances (the normal increase at 6th April followed by a further increase to £15,000 for a … Continue reading

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Market Numbers 21st March 2014, Budget Comment plus Headlines

Market Numbers 21st March 2014, Budget Comment plus Headlines The key take aways from this year’s Chancellor’s Budget on Wednesday were effectively increased ISA allowances (the normal increase at 6th April followed by a further increase to £15,000 for a … Continue reading

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A Week’s View to Friday 31st January 2014

A Week’s View to Friday 31st Jan 2014  

Posted in Camberley Care Fees Funding Advice Services, Care Fees, Care Plan, Economic Reports and Forecasts, Economics, Economics Central Bank and Treasury, Immediate Care Fees Funding Advice, Independent Financial Advice, Later Life Adviser, Long Term Care Fees Planning and Funding Advice, Market Numbers, Markets, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,